SW
HTGC icon

Simplicity Wealth’s Hercules Capital HTGC Stock Holding History

Simplicity Wealth’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,171
Closed -$821K – 802
2024
Q2 		$821K Buy
40,171
+2,150
+6% +$44K 0.02% 587
2024
Q1 		$701K Buy
+38,021
New +$701K 0.02% 623